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Plug Power Declines 22.1% YTD: Time to Hold the Stock or Exit?
ZACKS· 2025-08-20 01:06
Key Takeaways PLUG stock fell 22.1% YTD, underperforming peers and broader market indexes.Q2 2025 revenues grew 21% with electrolyzer sales tripling year over year.DOE loan guarantee of $1.66B supports six new green hydrogen plants.Plug Power Inc. (PLUG) , a familiar name in the green hydrogen industry, has seen a 22.1% plunge in its stock price in the year-to-date period, underperforming the industry as well as the S&P 500. While the industry grew 10.9% over the same time frame, the S&P 500 advanced 9.5%. ...
Ceragon Networks: Outlook Impacted By Disruptions In India - Hold (Rating Downgrade)
Seeking Alpha· 2025-08-19 06:23
I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...
Plug Power: Margin Progress Offset By Weak Order Intake And Persistent Cash Burn - Sell
Seeking Alpha· 2025-08-18 09:30
I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...
Proficient Auto Logistics: Upgrading On Q2 Outperformance And Improved Outlook - Buy
Seeking Alpha· 2025-08-17 10:13
I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...
Fossil Group: Turnaround Play With Substantial Upside - Strong Buy
Seeking Alpha· 2025-08-15 10:55
I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...
Kornit Digital: Weak Outlook Likely To Keep In The Penalty Box For Longer - Hold
Seeking Alpha· 2025-08-15 03:50
I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...
Power Solutions International: Buy On Persistent Data Center Tailwinds
Seeking Alpha· 2025-08-11 11:06
交易策略与行业覆盖 - 交易策略包括日内多空交易以及中短期投资 [1] - 历史重点集中在科技股领域 [1] - 过去两年扩展至海洋钻井与供应行业以及航运行业(油轮、集装箱、干散货) [1] - 密切关注新兴的燃料电池行业 [1] 从业背景与经验 - 位于德国 曾长期担任普华永道审计师 [2] - 近20年转为日内交易员 经历过互联网泡沫破裂、911事件后续影响及次贷危机 [2] - 持续为投资者社区提供高质量研究分析 [2]
Aurora Cannabis: Downgrading On Regulatory Headwinds And Competitive Pressures - Hold
Seeking Alpha· 2025-08-09 22:00
交易策略与行业覆盖 - 交易策略以日内交易为主,同时涉及短中期多头和空头押注 [1] - 历史重点集中在科技股领域 [1] - 过去两年扩展覆盖范围至海上钻井与供应行业以及航运业(油轮、集装箱、干散货) [1] - 持续关注处于早期阶段的燃料电池行业 [1] 从业背景与经验 - 曾长期担任普华永道审计师,近20年转型为日内交易员 [2] - 成功应对互联网泡沫破裂、911事件后续影响及次贷危机等重大市场波动 [2]
Bloom Energy (BE) Q2 Revenue Jumps 20%
The Motley Fool· 2025-08-02 15:31
核心观点 - Bloom Energy第二季度GAAP收入同比增长19.5%至4.012亿美元,超出分析师预期的3.76亿美元 [1] - 非GAAP每股收益为0.10美元,远超预期的0.01美元,去年同期为亏损0.06美元 [1][2] - 非GAAP毛利率提升6.4个百分点至28.2%,调整后EBITDA同比激增304.9%至4120万美元 [2][7] - 公司持续受益于数据中心和制造业客户对分布式能源解决方案的需求增长 [5] 财务表现 - 产品收入(GAAP)同比增长31.0%至2.966亿美元,服务收入(GAAP)增长3.7%,但安装和电力板块收入分别下降12.5%和9.7% [5][6] - 运营费用(GAAP)增长20.6%至1.106亿美元,主要用于研发和市场扩张 [7] - GAAP净亏损收窄至4260万美元,去年同期为6180万美元 [8] - 运营现金流(GAAP)为负2.131亿美元,反映公司在库存和应收账款的持续投入 [8] 业务发展 - 能源服务器系统主要面向商业和工业客户,包括数据中心、制造业和医疗保健领域 [3] - 战略重点包括缩短AI数据中心部署周期、燃料灵活性(天然气/生物气/氢气)以及公用事业合作 [4] - 新增与Oracle等企业的合作,拓展韩国市场,专利组合达358项美国有效专利和148项待批专利 [9] 管理层与展望 - CFO职位发生变动但强调运营连续性,计划通过成本削减项目抵消关税影响 [10] - 维持2025全年收入指引16.5-18.5亿美元,非GAAP毛利率目标29%,非GAAP运营利润1.35-1.65亿美元 [11]
Ballard Power: Waiting For New Leadership To Right The Ship - Hold
Seeking Alpha· 2025-07-29 22:17
交易策略与行业覆盖 - 交易策略以日内多空交易为主 同时涉及中短期投资 [1] - 历史重点覆盖科技股领域 近两年扩展至海上钻井设备及供应链行业 [1] - 对航运业形成全面覆盖 包括油轮 集装箱船 干散货船等细分领域 [1] - 持续关注燃料电池行业早期发展机会 [1] 从业背景与市场经验 - 具备20年日内交易经验 曾任职普华永道审计岗位 [2] - 成功应对互联网泡沫破裂 911事件后市场波动及次贷危机等重大市场冲击 [2]